If you’re here, we’re guessing you might need some support.
Perfect. That’s what we do.
Perhaps your cash flow has slowed to a trickle. Or, you might have loyal followers but no new customers. You could be in a state of pricing pain with margins too small to measure, or feel overwhelmed and overworked but unable to change anything. Whatever the problem is, we’ll implement long-term solutions to set you up for long-term success.
Helix Planning will help you get a clean bill of business health.
Here’s some of the things we can help you with:
Sometimes we’re the biggest obstacles to our own success. Sarah and the team at Helix Planning can help ensure that you have the mindset, skillset and toolkit to transform your business. We can help with:
Operate by design, not by default. The Helix Planning team can help you make sure that you have systems in place that support your growth, actionable strategies to drive it and clarity about what it will look like. We can help with:
Sound good? Check out our programs or learn more about the Helix approach to business and advisory services.
Have you ever dreamed of buying something for yourself, but saving that amount of money seemed impossible? Or maybe you just wish you had more confidence and control over your finances? Our business strategist and finance broker extraordinaire Sarah Eifermann has created an online financial literacy Streetwise Money course that teaches you how to budget, track and smash your money goals.
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60-minute coaching/strategy session is designed to provide personalised guidance, direction, and inspiration tailored to your unique needs and challenges.
During our in-depth session, we'll dive deep into the key areas of your business that require attention and improvement. We'll explore various options and solutions together, ensuring that you feel empowered and confident in creating positive change. Note that this session can't cover all areas of your business (due to time limitations) but we can focus on one-two areas that require attention.
*if you have multiple areas that you wish to discuss then perhaps our Elevate Program option is a better fit
** payment plans available
Investigate and rebuild systems and processes around business management including: diversified income streams, future cashflow strategy, forecast and profit projections.
Investigate and rebuild systems and processes around business management including: entity structures, diversified income streams, future cashflow strategy, forecast and profit projections.
Setting up Objectives, Goals and Target Market for 2024, 25 & 26 FY
Assistance with other ad hoc business requirements within timeframe
Current business audit – is your Castle built on sand? What’s working and what isn’t. (Brand, Communications, Client Data, Services, Systems & Processes) and what works moving forward.
Investigate and rebuild systems and processes around business management including: entity structures, diversified income streams, future cashflow strategy, pricing for profit, forecast and profit projections
Setting up Objectives, Goals and Target Market for 2024, 25 & 26 FY
Build Roadmap for Growth 12 months, or 5 years.
Develop Strategy for achieving Set Objectives including actionable tasks for Management to implement
Assistance with other ad hoc business requirements within timeframe.
(plus 2 hours research and re assessment for Helix)
· 1st 6 weeks post audit fortnightly 1 hr coaching
· Then changing to monthly coaching x3
· Then progressing to quarterly
Helix Planning: Resolve to Evolve
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